Portfolios & Households

Creating a Portfolio

How to Create a Household

Adding a Client and Creating Recommendations

Setting a risk score and making recommendations to a prospect or existing client

Editing an existing portfolio.

Making manual portfolio updates within HiddenLevers

Adding a Fixed Income Position

Creating a portfolio from a report spreadsheet.

How to add a bond to a portfolio.

Adding an existing annuity to a portfolio.

Fixing Households with Percent and Dollar Type Mixed Together

Editing a Model

How do I Import my Models?

Sharing Clients, Portfolios, and Models

Locating Portfolio Risk Score

Duplicating a Portfolio or Model

Converting a Portfolio to Percent Weightage

Finding your Portfolio

READ: Deleting a Recommendation

Locating the Model List

Deleting Portfolios or Households

Editing a Shared Portfolio

The Risk Profile Comparison

The Difference between Portfolios, Households, and Clients

Entering a Preferred Share.

Risk Profile

How Do I Blend Multiple Models Into One?

Adding AUM Fees

Adding AUM Fees

The HiddenLevers Manual